Planned Giving

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Donor Story - Tax-Free Sale
Tax-Free Sale
Howard and Lynn were age 55 when they purchased some land outside of town, and they thought it would be a good investment that they could later sell....
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Personal Planner - Domicile - Where You Live Affects Your Taxes
Domicile - Where You Live Affects Your Taxes
A successful business owner with a large estate passed away in 1976. He had grown up in Texas, moved to California and also lived for many years in Nevada. With a net...
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Washington News - Commissioner Rettig Thanks Taxpayers
Commissioner Rettig Thanks Taxpayers
On April 15, IRS Commissioner Chuck Rettig thanked taxpayers. He stated, "Our nation's tax system is built around the concept of voluntary tax compliance, meaning...
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